Search Results for: client onboarding

Wolters Kluwer Adds Over 250 Innovative Enhancements To Its Cloud-Based CCH Axcess™ Client Collaboration Expert Solution
Business Fintech News

Wolters Kluwer Adds Over 250 Innovative Enhancements To Its Cloud-Based CCH Axcess™ Client Collaboration Expert Solution

Fintech News Desk
by Fintech News Desk0
Today, Wolters Kluwer Tax & Accounting announced that it’s introducing over 250 innovative new features to its award-winning, cloud-based CCH Axcess™ Client Collaboration expert solution for Tax Year 2020. The upcoming release includes several new features designed specifically to enable frictionless collaboration between firms and their clients. With a fully integrated 8879 eSign process,......
Global New Account Fraud Decreased 23% in 2020, According to Jumio's Holiday Fraud Report
Banking Fintech News

Jumio Announces Video Verification Solution to Reduce Onboarding Time, Deter Financial Crime and Streamline KYC Compliance

Fintech News Desk
by Fintech News Desk0
AI and expert review drive the verification process, and each session is recorded to provide a defensible audit trail for regulators Jumio, the leading provider of AI-powered end-to-end identity verification and eKYC solutions, today announced the launch of a new video-based verification solution for financial institutions and other regulated businesses.......
Business Fintech News

Enfusion Appoints Michel Finzi as Head of Product to Support Global Demand and Enhance Client Services

Fintech News Desk
by Fintech News Desk0
Finzi’s appointment coupled with the expansion of its Global Delivery Services underscores Enfusion’s commitment to innovation and customer experience Enfusion, the leading provider of cloud-based investment management software, announced today it has appointed Michel Finzi as Senior Managing Director of Product Management. With more than 30 years of experience in product development......
Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
by Fintech News Desk0
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
IBM to Acquire SAP Consulting Partner TruQua
Artificial Intelligence Fintech News Risk Management

IBM, Fenergo to Transform New Customer Onboarding for Financial Institutions

Fintech News Desk
by Fintech News Desk0
IBM and Fenergo, a leading provider of client lifecycle management (CLM) solutions for financial institutions, today announced the general availability of IBM Customer Lifecycle Management (CLM) with Fenergo. The offering is designed to incorporate artificial intelligence (AI) from IBM Watson and analytics on the IBM Cloud to help financial institutions......
Gleif Unveils Issuance and Insfratructure Models for Verifiable LEI
Banking Fintech News

GLEIF Defines New Validation Agent Role for Banks & Financial Institutions to Simplify and Accelerate Client Lifecycle Management

Fintech News Desk
by Fintech News Desk0
New operating model enables financial institutions to improve customer experience, facilitate digital transformation and reduce client lifecycle management costs by utilizing their ‘business-as-usual’ onboarding processes to obtain LEIs for their clients The Global Legal Entity Identifier Foundation (GLEIF) has today announced that financial institutions (FIs) worldwide can realize a variety......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
by Fintech News Desk0
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
HSBC Bank Launches Digital Application Experience for International Clients
Fintech News

HSBC Bank Launches Digital Application Experience for International Clients

Fintech News Desk
by Fintech News Desk0
New application allows both new-to-bank and existing international clients the ability to open U.S.-based accounts from the safety of their home through a seamless, digital journey(HSBC) HSBC Bank USA, N.A., part of HSBC Group, one of the world’s largest banking and financial services companies,  launched its latest International Client Onboarding......
Bolster Expands Executive Leadership With Appointment of Young-Sae Song as CMO
Banking Fintech News

Autobooks client list surpasses 60 financial institutions

Fintech News Desk
by Fintech News Desk0
Autobooks, a small business payment and accounting services platform, today announced they reached the milestone of partnering with 61 financial institutions across the nation. Autobooks upgrades small business banking for financial institutions of all sizes by transforming existing digital banking channels into an Ecommerce platform for small businesses. To support financial institutions in......
1